All Case Studies

AI-Powered Broker Data Enrichment and Lead Generation Platform

Incomplete data. No scalable way to fix it.

Full

End-to-end pipeline

Auto

CSV to enriched data

SaaS

Built-in monetisation

AI-Powered Broker Data Enrichment and Lead Generation Platform

Incomplete data. No scalable way to fix it.

Broker outreach depends entirely on contact data. Elm Street's customers were starting with lists that were barely half complete: names, locations, and nothing else. The missing information, phone numbers and email addresses, had to be sourced manually, one broker at a time, before a single outreach message could be sent.

The gap between what their CSV contained and what outreach actually required was filled by manual research. Repeated across hundreds of records. With no system to prevent the same work being done twice, and no way to scale without scaling the team proportionally.

  • Names and locations only: CSV files arrived with two columns of useful data. Phone numbers and email addresses had to be found separately for every record before outreach could begin.

  • Manual lookup, one broker at a time: teams searched each broker individually, visited multiple websites, and compiled contact details by hand. Slow, inconsistent, and impossible to verify at scale.

  • No enrichment pipeline: there was no automated system to take a raw list and return a complete one. Every enrichment task started from scratch with no memory of what had already been researched.

  • Fragmented tools and no connection between them: data collection, enrichment, and outreach lived in separate systems. Each handoff between them required manual effort and introduced additional error.

The bigger problem was not the missing data itself. It was that adding more brokers to the pipeline meant proportionally more manual research. There was no way to grow outreach without growing the team.

A full-stack platform: enrich, engage, convert.

Cogent Labs did not start by building features. The first step was understanding where the workflow was actually breaking down: incomplete data at the top of the funnel, no AI layer for engagement in the middle, and no system to monetise the platform itself. The solution had to address all three.

The result is a complete AI-powered product. Upload a CSV, receive an enriched dataset. Build a chatbot trained on your own content, deploy it to your website, and capture leads from every conversation. Track everything in a single dashboard and charge users through a built-in subscription system. No separate tools. No manual handoffs.

  • CSV-Based Enrichment Pipeline: users upload broker names and locations. The system automatically scrapes relevant web sources, applies AI to identify and validate contact details, and outputs an enriched CSV with phone and email appended. Fully automated from upload to download, no manual steps in between.

  • AI-Powered Contact Extraction: the LLM layer reads source pages the way a researcher would, identifying the correct contact for each broker, filtering out noise and irrelevant data, and structuring results into a clean, consistent format ready for immediate use.

  • Chatbot Builder and Lead Capture: users create AI chatbots trained on their own PDFs and website content. Each chatbot is embeddable on any website and captures lead information through natural conversation, logging every interaction automatically into the platform.

  • Membership Tiers and Stripe Payments: the platform ships with tiered subscription plans built in. Usage limits, quota tracking, and payment processing via Stripe are core product features, not bolt-on integrations added after the fact.

  • Dashboard, Analytics, and Notifications: users track chatbot count, conversations, and lead volume in real time. Admins monitor revenue and platform activity. Automated alerts fire on CSV processing completion, new lead capture, and subscription events.

This is not a data tool with a chatbot tab added on. It is a complete growth system with monetisation built in from the start, designed so the platform itself becomes a revenue-generating product.

From raw CSV to revenue-generating leads.

Most enrichment tools stop at the data. Most chatbot platforms start at the conversation. Elm Street AI Agent connects both ends of the pipeline inside a single product, with a subscription model that makes it a business in its own right.

  • End-to-End Lead Generation

Raw CSV goes in. Enriched data comes out. That data trains a chatbot. The chatbot captures leads. One platform handles the entire sequence with no manual handoffs between tools at any stage.

  • AI and Scraping Hybrid

Web scraping collects raw source data. The AI layer interprets it: identifying the right contact, filtering noise, and structuring output. The combination produces accuracy that neither approach achieves independently.

  • Built-in Monetisation

Subscription management and Stripe payments are core platform features. The product is designed to generate recurring revenue from day one, with usage-based tiers that scale naturally as the customer base grows.

  • Scalable Data Processing

Large broker datasets are processed through automated pipelines. Adding more brokers means uploading a larger CSV, not hiring more researchers. The system scales with volume without adding operational overhead.

Four Systems in One Platform

Data Enrichment

  • CSV upload and processing
  • Contact info extraction
  • AI noise filtering
  • Structured output generation

AI Chatbots

  • PDF and website-based training
  • Lead capture via conversation
  • Embeddable website widget
  • Full chatbot lifecycle management

SaaS Platform

  • Tiered membership plans
  • Usage tracking and limits
  • Stripe payment integration
  • Google OAuth authentication

Analytics and Monitoring

  • User-facing dashboard
  • Admin revenue and growth insights
  • Automated notification system
  • Platform activity monitoring


A complete growth system, not just a tool.

The platform replaced a fragmented, manual workflow with a single automated system. Broker research that previously required hours of individual lookup now runs from a CSV upload. Lead generation that required a separate toolchain now happens inside the same product, end to end.

  • Manual research eliminated: uploading a CSV and receiving an enriched file with phone numbers and email addresses replaces hours of broker-by-broker lookup. No researchers required.

  • Higher contact accuracy: AI extraction with noise filtering produces clean, validated contact data, not raw scrapes that still need manual cleaning before use.

  • Full lead pipeline in one product: data enrichment flows into chatbot deployment, which flows into lead capture and conversation logging. No handoffs between disconnected systems.

  • Built-in revenue model from day one: subscription plans and Stripe payments are native to the platform. It generates recurring revenue from users without requiring a separate billing system or integration.

  • Scales without headcount: adding more brokers to the outreach pipeline means uploading a larger CSV. The work does not grow proportionally with the list size.

Elm Street AI Agent is now a product, not a workflow. That is a fundamentally different category of outcome, and it is what Cogent Labs builds.

From Raw Data to a Revenue-Generating

Elm Street AI Agent is not a data tool with chatbot features added on. It is a complete system: enrichment, engagement, and monetisation, designed as a single product from the ground up.

Have an idea worth building with AI?

Tell us about your workflow. We'll show you what a custom AI system can do.

Book a discovery call

Want Similar Results?

Let's talk about your challenges and build a solution that delivers.

Every Tuesday morning.

One idea, one point of view, one action — for executives navigating AI transformation. No tool roundups. No hype. Just signal.

Get the AI Mandate Survival Checklist on signup.